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MRSH

Marsh

815 hedge funds and large institutions have $35.9B invested in Marsh in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 245 increasing their positions, 323 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

23% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 70

10% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $37.2M

1% more capital invested

Capital invested by funds: $35.4B → $35.9B (+$461M)

1% more funds holding

Funds holding: 808815 (+7)

0.32% more ownership

Funds ownership: 85.41%85.74% (+0.32%)

24% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 323

Holders
815
Holders Change
+7
Holders Change %
+0.87%
% of All Funds
18.68%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.21%
New
86
Increased
245
Reduced
323
Closed
70
Calls
$41.1M
Puts
$37.2M
Net Calls
+$3.89M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FT
426
Fiduciary Trust
Massachusetts
$1.04M +$154K +1,865 +17%
JWM
427
Jackson Wealth Management
Florida
$1.03M -$281K -3,395 -21%
SWP
428
Stratos Wealth Partners
Ohio
$1.03M +$3.4K +41 +0.3%
CI
429
Conning Inc
Connecticut
$1M
GHCM
430
Glen Harbor Capital Management
California
$988K -$40.1K -484 -4%
CA
431
Calton & Associates
Florida
$978K +$804K +9,707 +456%
KRSITF
432
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$960K -$160K -1,932 -14%
AP
433
Advisor Partners
California
$960K -$3.31K -40 -0.3%
WT
434
Whittier Trust
California
$956K +$7.37K +89 +0.8%
OC
435
Oppenheimer & Co
New York
$931K -$354K -4,272 -27%
HIM
436
Hermes Investment Management
United Kingdom
$930K -$124K -1,500 -12%
NG
437
NatWest Group
United Kingdom
$929K
FPS
438
Fieldpoint Private Securities
Connecticut
$913K +$408K +4,930 +80%
IUHSA
439
Itau Unibanco Holding S.A.
Brazil
$908K +$698K +8,422 +327%
TC
440
Toews Corporation
New Jersey
$908K +$911K +11,000 New
AT
441
Arden Trust
Delaware
$906K -$29.7K -358 -3%
ZCA
442
Zeke Capital Advisors
Pennsylvania
$886K +$130K +1,566 +17%
ZCM
443
Zebra Capital Management
Connecticut
$884K +$887K +10,706 New
AIP
444
Ameritas Investment Partners
Nebraska
$872K -$48K -580 -5%
WA1
445
Wimmer Associates 1
California
$870K +$83 +1 +0%
CWM
446
Confluence Wealth Management
Oregon
$863K
CAG
447
Crestwood Advisors Group
Massachusetts
$859K +$862K +10,406 New
LP
448
LMR Partners
United Kingdom
$849K
PSUF
449
People's United Financial
Connecticut
$846K -$2.48K -30 -0.3%
SGCA
450
Steel Grove Capital Advisors
Tennessee
$841K -$98.7K -1,191 -10%